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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-02
WY RA APPROVED 2022-06-24
  • TX RA
    APPROVED_RES
    Since 2023-11-02
  • WY RA
    APPROVED
    Since 2022-06-24

Branch Locations

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

1947 Bluegrass Circle, Cheyenne, WY 82009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Interstate Bank Billings MT 06/2013 09/2017
Cetera Investment Services Llc St. Cloud MN 06/2013 11/2016
Cetera Investment Advisers Llc Cheyenne WY 01/2014 11/2016
Lpl Financial Llc Cheyenne WY 11/2016 09/2017
Blue Federal Credit Union Cheyenne WY 09/2017 Present
Cuso Financial Services, Lp San Diego CA 09/2017 Present
United Planners Scottsdale AZ 06/2022 Present
Daniel Hancock Cheyenne WY 06/2015 Present
  • 06/2013 → 09/2017
    First Interstate Bank
    Billings, MT
  • 06/2013 → 11/2016
    Cetera Investment Services Llc
    St. Cloud, MN
  • 01/2014 → 11/2016
    Cheyenne, WY
  • 11/2016 → 09/2017
    Cheyenne, WY
  • 09/2017 → Present
    Blue Federal Credit Union
    Cheyenne, WY
  • 09/2017 → Present
    Cuso Financial Services, Lp
    San Diego, CA
  • 06/2022 → Present
    United Planners
    Scottsdale, AZ
  • 06/2015 → Present
    Daniel Hancock
    Cheyenne, WY
Previous Registrations
  • 2017-09-20 → 2022-06-27
    Cuso Financial Services, L.P.
    Cheyenne, WY
    San Diego, CA
    Cheyenne, WY
  • 2016-11-29 → 2017-09-21
    Cheyenne, WY
    San Diego, CA
    Cheyenne, WY
    Laramie, WY
  • 2014-01-21 → 2016-11-29
    Cheyenne, WY
  • 2013-09-19 → 2014-01-21
    Cetera Investment Services Llc
    Cheyenne, WY
    Billings, MT
    Helena, MT
Other Businesses

1.) DANIEL HANCOCK - AGENT - NON-VARIABLE INSURANCE - CHEYENNE, WY - SINCE 06/2015 - INVESTMENT RELATED 2.) ASSET FINANCIAL PLANNERS - CEO - DBA NAME FOR MARKETING PURPOSES ONLY - CHEYENNE, WY - SINCE 04/2022 - INVESTMENT RELATED 3.) HANCOCK LAND LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - CHEYENNE, WY - SINCE 05/2025 - NOT INVESTMENT RELATED 4.) CHEYENNE CAPITALS YOUTH HOCKEY ASSOCIATION - PRESIDENT - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBERT OR OFFICER - CHEYENNE, WY - SINCE 04/2026 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-13
  • S66 Uniform Combined State Law Examination
    2013-08-13

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